VGSIX vs. VTSAX
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VGSIX vs. VTSAX - Performance Comparison
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VGSIX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | -0.24% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -6.75% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, VGSIX achieves a -0.24% return, which is significantly higher than VTSAX's -6.75% return. Over the past 10 years, VGSIX has underperformed VTSAX with an annualized return of 4.14%, while VTSAX has yielded a comparatively higher 13.27% annualized return.
VGSIX
- 1D
- 0.38%
- 1M
- -7.74%
- YTD
- -0.24%
- 6M
- -2.68%
- 1Y
- 0.17%
- 3Y*
- 5.09%
- 5Y*
- 2.35%
- 10Y*
- 4.14%
VTSAX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.76%
- 3Y*
- 16.69%
- 5Y*
- 10.11%
- 10Y*
- 13.27%
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VGSIX vs. VTSAX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than VTSAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VGSIX vs. VTSAX — Risk / Return Rank
VGSIX
VTSAX
VGSIX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VGSIX | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 0.84 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.29 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.20 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 1.05 | -0.97 |
Martin ratioReturn relative to average drawdown | 0.31 | 5.08 | -4.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSIX | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.84 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.59 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.72 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.43 | -0.10 |
Correlation
The correlation between VGSIX and VTSAX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VGSIX vs. VTSAX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.84%, more than VTSAX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.84% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
VGSIX vs. VTSAX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VGSIX and VTSAX.
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Drawdown Indicators
| VGSIX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -55.33% | -17.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -12.41% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -25.36% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -34.97% | -7.38% |
Current DrawdownCurrent decline from peak | -12.98% | -8.92% | -4.06% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -9.06% | -2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.56% | +0.60% |
Volatility
VGSIX vs. VTSAX - Volatility Comparison
The current volatility for Vanguard Real Estate Index Fund (VGSIX) is 4.12%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.39%. This indicates that VGSIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSIX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 4.39% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.33% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 18.42% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 17.32% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 18.37% | +2.48% |